Financial Services Trainee
4 weeks ago
About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.
We offer a range of financial and professional services to clients, including individuals, family trusts, professional intermediaries, charities, and businesses.
Our Mission
We aim to provide an award-winning service by employing the best people and delivering exceptional results.
The Role
We are seeking a Trainee Dealer to join our Multi-Assets team to learn the complex process of executing client orders in various products.
- Execution of client orders in Equities, Fixed Income, ETFs, Structured Products, Collectives, and Foreign Exchange.
- Management of orders and booking of trades in Avaloq, Iress, and Online Portals.
- Ensuring regulatory requirements are met, particularly Best Execution and Timely Execution.
- Compliance with Evelyn Partners policies, processes, and procedures.
Requirements
We are looking for a candidate with a degree in Finance or Economics and previous experience in a similar role or Trade Operations/Support role.
- Excellent communication skills, both written and verbal.
- Team Player
- Self-Motivated
- Eager to learn
Benefits
We offer a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday.
Our Commitment to Diversity and Inclusion
We value the differences that a diverse workforce brings and are committed to providing a safe, supportive, and inclusive environment for all colleagues.
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